Financial Analyst Sr.

Cenlar Fsb - Yardley, PA

Full-time - Mid Level

Yardley, PA

Credit Intermediation and Related Activities

About the position

The Financial Analyst Sr. at Cenlar is responsible for developing and reporting financial and operational metrics, supporting business performance measurement, and providing ad-hoc reports to aid decision-making for key business leaders. This role involves preparing forecasts, budgets, and strategic business plans while ensuring accuracy and reliability in financial projections.

Responsibilities

• Prepares monthly forecasts, annual budgets, and periodic strategic business plans for revenues, expenses, staffing levels, and operational metrics
• Determines optimal business drivers for modeling accurate and timely projections and scenarios using rate-volume analysis and historical trend analysis
• Develops and monitors the impact of process change initiatives on staff efficiency levels
• Prepares concise variance analysis and commentary for presentations to senior management
• Assists management with company and department directives
• Ensures an adequately detailed and reliable forecasting and budgeting process for the company
• Implements company-wide cost allocation tool and recommends areas for improvement
• Spearheads projects to enhance the reporting and analytical infrastructure
• Develops and presents financial modeling, financial analysis and valuation support for new product development
• Acts as a financial liaison to the business units across the company
• Provides support and guidance to the Financial Analysts I and II
• Other duties as assigned

Requirements

• Bachelor's Degree in finance, accounting, economics, business, or mathematics required
• 5+ years of financial reporting, cost allocation, planning and budget management experience preferred
• Familiarity with enterprise financial reporting and planning applications preferred
• Advanced spreadsheet, database management, SQL knowledge, experience with Power BI and analytical skills a plus
• Excellent communication skills both written and oral
• Proficient in Microsoft Office Suite, particularly Word and Excel
• Detailed oriented and self-motivated
• Ability to work with minimal supervision or within a team environment
• Advanced knowledge of cost benefit, cost allocation, budgeting, and forecasting

Nice-to-haves

• Experience with Power BI
• Familiarity with enterprise financial reporting and planning applications

Benefits

• Paid medical insurance
• Paid dental insurance
• Paid life insurance
• 401(k)
• Tuition assistance
• Opportunities for training and professional advancement